Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

ES4, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

ES4, LLC (CIK 2095578) reported $190.4M across 32 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IEUR ($27.5M, 14.45%), AGG ($20.5M, 10.76%), EMXC ($20.4M, 10.69%), XLK ($18.7M, 9.81%), IXUS ($18.6M, 9.78%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IEURISHARES TR$27.5M14.45%366,091Added
2AGGISHARES TR$20.5M10.76%207,027Added
3EMXCISHARES INC$20.4M10.69%198,962Trimmed
4XLKSELECT SECTOR SPDR TR$18.7M9.81%98,077Added
5IXUSISHARES TR$18.6M9.78%195,098Added
6OEFISHARES TR$11.0M5.80%30,162Added
7IBTJISHARES TR$10.6M5.57%457,923New
8FLJPFRANKLIN TEMPLETON ETF TR$7.7M4.04%193,477Hold
9XLVSELECT SECTOR SPDR TR$6.1M3.18%38,218Added
10IBDSISHARES TR$5.3M2.77%217,898Added
11FLCAFRANKLIN TEMPLETON ETF TR$4.9M2.57%94,991Hold
12XLYSELECT SECTOR SPDR TR$4.3M2.23%36,243Added
13IPACISHARES TR$4.2M2.22%51,646Added
14XLISELECT SECTOR SPDR TR$3.5M1.81%18,633Added
15XLFSELECT SECTOR SPDR TR$3.4M1.79%63,657Added
16USRTISHARES TR$3.3M1.71%49,011Hold
17XLBSELECT SECTOR SPDR TR$2.7M1.44%53,845Added
18XLPSELECT SECTOR SPDR TR$2.7M1.42%32,651Added
19XLESELECT SECTOR SPDR TR$2.6M1.38%49,464Added
20XLCSELECT SECTOR SPDR TR$2.5M1.30%23,179Added
21IVOGVANGUARD ADMIRAL FDS INC$1.8M0.93%12,075Hold
22SPYGSPDR SERIES TRUST$1.7M0.87%13,946Added
23IWDISHARES TR$1.1M0.59%4,654Added
24FLBRFRANKLIN TEMPLETON ETF TR$890,6590.47%41,600Hold
25VNAMGLOBAL X FDS$838,8210.44%33,300Hold

Source: SEC Form 13F filings · as of 2026-06-30